Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Chief Revenue Officer | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ibotta, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 363,387 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 12,988 · Balance 363,387 F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").
F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 21:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 12,988 | $37.21 | $483,283.48 |
DisclosureSEC source: 0001628280-26-060531 · wk-form4_1788470615.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,387 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 16:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 11,998 | $34.25 | $410,931.50 |
DisclosureSEC source: 0001628280-26-040358 · wk-form4_1780518497.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,375 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 9,134 | $24.97 | $228,075.98 |
DisclosureSEC source: 0001628280-26-013920 · wk-form4_1772573752.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,373 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 16:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | PurchaseClass A Common Stock | 276,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001841 · wk-form4_1768252999.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,507 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/16th of the RSUs shall vest on March 2, 2026, and 1/16th of the RSUs shall vest on each Quarterly Vesting Date (as defined below) thereafter, in each case subject to the Reporting Person's continuous service through such vesting date. "Quarterly Vesting Date" means the first trading day on or after each of March 1, June 1, September 1, and December 1. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:31 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 3,871 | $23.86 | $92,362.06 |
DisclosureSEC source: 0001628280-25-055059 · wk-form4_1764797457.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,466 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 16:29 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 2,961 | $26.94 | $79,769.34 |
DisclosureSEC source: 0002052469-25-000003 · wk-form4_1756931363.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,337 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 17:07 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 2,961 | $49.99 | $148,020.39 |
DisclosureSEC source: 0001628280-25-029122 · wk-form4_1748984839.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,298 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:18 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 1,125 | $34.01 | $38,261.25 |
DisclosureSEC source: 0001628280-25-009862 · wk-form4_1741123090.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,259 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 17:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 132,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002841 · wk-form4_1738102967.xml · nonDerivative · entry 1 Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,384 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/48th of the RSUs shall vest on or after March 1, 2025, 1/16th of the RSUs shall vest on each of the next fifteen Quarterly Vesting Dates after March 1, 2025, and 1/24th of the RSUs shall vest on the sixteenth Quarterly Vesting Date on or after March 1, 2029, subject to Mr. Riedy continuing to be a Service Provider through each such date. Quarterly Vesting Date means the first trading day on or after each of March 1, June 1, September 1, and December 1. F1 · balance_after: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/48th of the RSUs shall vest on or after March 1, 2025, 1/16th of the RSUs shall vest on each of the next fifteen Quarterly Vesting Dates after March 1, 2025, and 1/24th of the RSUs shall vest on the sixteenth Quarterly Vesting Date on or after March 1, 2029, subject to Mr. Riedy continuing to be a Service Provider through each such date. Quarterly Vesting Date means the first trading day on or after each of March 1, June 1, September 1, and December 1. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.